This playbook serves as a guide for self-directed investors, covering both growth-oriented and income-generating strategies. Beginners should start with ETFs, while more experienced investors can access my top individual names.

Overview

1️⃣ ETF Picks

• 🚀Growth Driven ETFs
• 💵Income-Driven ETFs

2️⃣ Individual Picks

• 🤖 AI | Big Data | Cloud Computing Tech
• ⛓ Blockchain | Crypto Technology ₿
• ⚡️Power Generation Technology
• 🏦 Financial innovation Technology
• 🏭 Industrial innovations Tech
• 🧬 Biotechnologies | Genomics Tech
• 📡 Communications/Media Innovations Tech

3️⃣ Growth Driven Model Portfolio
4️⃣ Income Driven Model Portfolio

Icon Legend

• 🟢 = BUY ZONE ( the asset is at a reasonable price according to research)
• 🔥= High Conviction (Competitive advantage with tremendous price potential)
• 🐟 = Small Fish (unproven track record with lots of potential )
• 🐳 = Big Fish (proven track record with competitive advantage)
• 🌪️ = Extreme price fluctuations (more than 2.5 times as volatile as the overall market)

1️⃣ ETFs ( Exchange Traded Funds)

Below are my top ETF picks, split into growth-focused (offensive) and income-focused (defensive) categories. ETFs can provide easy diversification for beginners

🚀 Growth-Driven Assets | Offensive 🏈

💵Income-Driven Assets | Defense🛡️

2️⃣ Individual Picks

Now that we’ve covered broad ETFs, let’s look at individual stocks in key trending sectors. Individual picks carry higher risk but can offer higher rewards

🤖 AI, Big Data & Cloud Computing

These technologies are powering the next generation of innovation, so companies in this list could see significant long-term growth.

⛓ Blockchain | Digital Assets | Crypto

Blockchain technologies provide a faster, cheaper, and more secure method of recording and verifying data, encompassing all industries involved in data transfer, data storage, and the internet. The digital assets listed can see significant growth potential as blockchain technology gains mass adoption.

⚡️Power Generation Technologies

These technologies aim to find more efficient ways to produce electricity to meet the growing demand for technology and the grid. They are crucial in the technology arms race, and companies on this list could see strong growth as demand for clean power rises.

TICKER	Anything Below	Industry/Theme	Asset Analysis
GEV 🐳	$400	Specialty Industrial Machinery, Energy Technology		small
CEG	$270	Utilities, Clean Energy, Power Generation		tiny
VST	$170	Utilities – Independent Power Producers		tiny
SMR ⚠️🌪️	$30	Nuclear Energy, Small Modular Reactors		tiny🐟🌪️
OKLO ⚠️🌪️	$50	Advanced Nuclear Energy, Utilities micro-reactors		tiny🐟🌪️
NNE🌪️	🟢$44	Advanced Nuclear Energy, Clean Technology micro reactors	$NEE Nano Nuclear Energy MOAT Analysis https://mindgrowth.io/jfielderstrat/dollarnee-nano-nuclear-energy	tiny🐟
CCJ	$60	Uranium Mining, Nuclear Fuel Services, Energy		tiny
WULF ⚠️ 🌪️	🟢$6	Digital Asset Technology, Bitcoin Mining, Capital Markets		tiny🐟🌪️
IREN ⚠️ 🌪️	🟢$15	Bitcoin Mining, High-Performance Computing, AI Cloud Services		tiny🐟🌪️
FLNC ⚠️ 🌪️	$7	Renewable, Energy Storage Technology		tiny🐟🌪️
ENVX ⚠️ 🌪️	$10	Advanced Battery Technology	$ENVX Enovix MOAT Analysis https://mindgrowth.io/jfielderstrat/dollarenvx-enovix	tiny🐟🌪️

🏦 Financial Technology

These technologies use software and digital platforms to make financial services like banking, payments, and investing simpler and more accessible. They’re changing how we manage money, and companies in this list could grow quickly as more people start using these convenient online financial tools.

🏭 Industrial Technologies

These technologies include advanced machines and automation (like robots and other automated systems) that make manufacturing more efficient. This is important because producing things faster and at lower cost can boost productivity, and companies in this list could grow by helping other industries produce more with less.

TICKER	Anything Below	Industry/Theme	Asset Analysis
DE🐳	$500	Agricultural Machinery, Construction Equipment, Industrial Machinery		medium
CAT🐳	$365	Construction Equipment, Mining Equipment, Industrial Engines, Power Generation		medium
PWR	$350	Engineering & Construction, Infrastructure Services		small
RKLB	$30	Space Launch, Satellite Manufacturing		tiny🌪️
ACHR	$10	Aerospace & Defense, Urban Air Mobility, eVTOL		tiny🌪️
SYM	🟢$40	AI-Powered Robotics Automation Manufacturing, Supply Chain Technology	$SYM Symbotic M.O.A.T. Analysis https://mindgrowth.io/jfielderstrat/dollarsym-symbotic	tiny
SERV⚠️ 🌪️	$9	Industrial Machinery, Robotics, Last-Mile Delivery		tiny🐟🌪️
BWXT 🌪️	$125	Nuclear Technology, Defense, Clean Energy, Medical Isotopes		tiny
KTOS 🌪️	$35	Defense & Security, Aerospace, Communications Technology.		tiny
AVAV 🌪️	$200	Aerospace & Defense, Robotics, Unmanned Systems		tiny

🧬 Biotechnology | Genomics

These technologies combine biology and technology to develop innovative medical treatments, enhance healthcare, and improve agriculture. This matters because breakthroughs in this area can improve lives, and companies on this list could see significant growth if they develop a life-changing treatment.

📡Communications/Media Technology

These technologies include the tools we use to connect and share information, such as social networks, streaming services, and telecommunications. They shape how we interact and get information, and companies in this list could grow quickly as the world becomes more connected.

3️⃣ Growth Allocation Model

🚀 Growth Model (80/20 Split

• 80% Offense: Growth-focused assets
• 20% Defense: Income-focused ETFs or select income stocks

Goal: Maximize long-term growth while keeping a small cushion for stability.

💥 Exponential Growth Model (90/10 Split)

• 90% Offense: Disruptive Innovation Assets
• 10% Defense: High-Yield Bonds and Cash for Dips

Goal: Maximize long-term growth while keeping a small cushion for stability.

4️⃣ Conservative Allocation Model

🛡️ Conservative Model (60/40 Split)

• 60% Offense: Growth ETFs only
• 40% Defense: Income ETFs only

Goal: Preserve capital while still growing steadily — best for those prioritizing stability and passive income.

This content is intended for a broad audience and is not tailored to the financial needs, goals, or circumstances of any individual. We are not registered investment advisors; this publication should not be interpreted as creating an advisor-client relationship.

All investments carry risk, and past performance does not guarantee future results. Prices, allocations, and asset references (including " 🟢 = GOOD PRICE" or similar terms) are based on our research and opinion and should be interpreted as non-binding, illustrative frameworks, not actionable advice.

Readers should consult with a licensed financial advisor before making any investment decisions. We may hold positions in the securities or assets discussed and will disclose such positions when relevant. Use of this newsletter is at your own risk.